国外网友讨论:外国中央银行和机构正在抛售其持有的美国国债
Now everyone is dumping US government bonds
译文简介
对伊朗的战争正在迫使债券持有者以创纪录的速度抛售美国政府债务,纽约联储的外国国债持有量已降至近十五年来的最低水平。
正文翻译

Foreign central banks and institution are selling off their holdings of US Treasury bonds.
The war against Iran is driving bondholders to dump US government debt at a record pace, and foreign Treasury holdings at the NY Fed are at the lowest level in nearly fifteen years.
The heavy liquidations are driving bond yields in the United States higher, and borrowing costs for government, and American households and businesses, are spiking higher.
外国中央银行和机构正在抛售其持有的美国国债。
对伊朗的战争正在迫使债券持有者以创纪录的速度抛售美国政府债务,纽约联储的外国国债持有量已降至近十五年来的最低水平。
大量抛售正在推高美国国债收益率,政府、美国家庭和企业的借贷成本也在急剧上升。
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Selling US debt is the only way for the world to have peace. Without the access to free money, US may think twice of expanding their war mongering budgets.
抛售美国债务是世界实现和平的唯一途径。没有免费资金的支持,美国可能会在扩张其战争预算时三思而行。
@revdna
its about time the empire collapse to enable a much more equitable world. more importantly a much more peaceful one
帝国崩溃的时候到了,这样才能实现一个更加公平的世界,更重要的是一个更加和平的世界。
@sinic1978
I have said this before and I say this again. If you invest in US Treasury bonds you are perpetuating evil.
我以前说过,现在再说一遍。如果你投资美国国债,你就是在助长邪恶。
@NoWay-c5z
The Western, elite, billionaire, globalist, ruling class MUST be brought to justice by ANY means.
西方的精英、亿万富翁、全球主义统治阶层必须不择手段地绳之以法。
@Walterkooy
You Americans don’t want to pick up the signal the whole world is sending the US. The whole world is fed up with the US behavior.
你们美国人不想接收全世界传给你们的信号。全世界已经受够了美国的行为。
@marks1167
Every country should sell everything American, then we can live in peace
每个国家都应该抛售所有美国资产,这样我们才能和平共处。
@USA-GreedyMenOfNoIntegrity
Fantastic news for us greedy, corrupt, narcissistic, genocidal hypocrites in the USA!
对我们这些贪婪、腐败、自恋、进行种族灭绝的虚伪美国人来说,这真是个好消息!
@petehoney1
US Govt lost all moral and financial credibility .. and no one holding it to account for what is clearly international crime
美国政府失去了所有的道德和财政信誉……而且没有人对其明显的国际罪行追责。
@deekneumann3943
If a country cannot buy oil using US Dollars, then the countries will bail on their dollar reserves. Common sense.
如果一个国家不能用美元购买石油,那么这些国家就会抛弃他们的美元储备。常识而已。
@mystdevana3639
Every single dollar that we keep from going to the US to support them in their war crimes, regime changes, human rights abuses, and destabilization of the economies of other nations matters.
我们阻止每一美元流向美国,以支持他们的战争罪行、政权更替、人权侵犯以及破坏其他国家经济,这每一美元都很重要。
@MichaelReese-c3o
What person would invest in a country that can't afford to pay the interest on the debt they have built up thru the Reaganomics tax system that focuses all the wealth on the wealthy 1% and corporations. This insane economic program is the driver for America's 39 trillion dollar debt plus the for profit illegal invasions that The United States of Terrorism carries out to maximize corporate profits for oil companies, DOD contractors and politicians thanks to lobbying. This results in theft of resources like oil and gold while enslaving people.
谁会投资一个无法支付其通过里根经济学税制积累的债务利息的国家?这种税制将财富集中在最富有的1%和大企业手中。这一疯狂的经济计划是美国39万亿美元债务的根源,加上美国恐怖主义为了最大化石油公司、国防承包商和政客的企业利润而进行的非法盈利入侵。这导致了对石油、黄金等资源的掠夺,同时奴役人民。
@FixedWing82
And the US needs to refinance around $10 trillion of USTs of all duration over the next year. It could get very ugly
美国需要在未来一年内为大约10万亿美元的各期限国债再融资。这可能会变得非常糟糕。
@MAn-jp8qv
The Americans and other Western countries have been reliant on others to fund their deficits. Also their outsized military spending which leads to adventurism
美国人和其他西方国家一直依赖他人来为其赤字提供资金。他们过高的军事开支也导致了冒险行为。
@richardwong2950
The UK will be most vulnerable because it has been buying more and more US Treasury bonds. It will lose a lot of money.
英国将是最脆弱的,因为它买入了越来越多的美国国债。它将损失大量资金。
@iloveprivacy8167
I remember thinking the BRICs currency didn't make sense, as it was unlikely to succeed going up against the current system.
Now realising: it didn't HAVE to succeed against the current system. Just be ready for when the current system starts falling apart.
我曾认为金砖国家的货币体系没有意义,因为面对现行体系不太可能成功。
现在我意识到:它不必直接与现行体系抗衡。只要准备好迎接现行体系开始崩溃的那一天。
@jacquelineanncollins7412
China doesn't want to risk the freezing or seizure of its USD holdings!
中国不想冒着美元资产被冻结或被没收的风险!
@martinleung212
If your US assets could be declared void or sanctioned, would you still take the risk of owning any?
如果你的美国资产可能被宣布无效或受到制裁,你还会冒险持有吗?
@jotai99
The result is US's own making. It's not China doing it, anyone got a brain knows that they needs to diversify.
这是美国自作自受的结果。不是中国在作怪,谁有脑子都知道他们需要分散投资。
@yminors
I have been following you for the last one week. I found that you provide valuable upxes that fill in the gaps that help paint the bigger picture. Thank you.
过去一周我一直在关注你。我发现你提供的更新非常有价值,填补了信息空白,有助于勾勒出更大的全貌。谢谢你。
@ВесельчакУ-ъ9ш
America is committing suicide, and I see no way how this could be fixed by politicians who care just about next elections.
美国在自取灭亡,我看不到任何政治家能够解决这个问题,他们只关心下一次选举。
@hyzia18
The earthquake of 2008 caused dollar printing and the inflation wave to pull out, but now this tsunami wave of inflation is coming back to the US shores and will be devastating.
2008年的地震(金融危机)引发了美元印钞和通胀浪潮,但现在这股通胀海啸正在重返美国,将带来毁灭性影响。
@anonydun82fgoog35
Politicians believe the "free money" printing binge will last forever. But every new dollar they print is worth less and less until people actually realize that their wealth has been sucked out from underneath them.
政治家们相信“印钞狂欢”会永远持续下去。但他们每印出一美元,其价值就越来越低,直到人们真正意识到自己的财富已经被掏空。
@uturniaphobic
I'd say using our treasury as an international weapon is outside the scope of their duties and it's effecting the value of our bank accounts directly. Anyone else would get sued.
我认为把我们的国债当作国际武器使用超出了他们的职权范围,而且直接影响到我们银行账户的价值。换作其他人早就被起诉了。
@Triantiwantigongolope
This was inevitable unless something dramatic happened in the US. Instead, the US elected a president who accelerated the process.
除非美国发生重大变故,否则这是不可避免的。然而,美国选出了一个加速这一过程的总统。
@chekim2
You put money in the bank because you believe that the bank is safe. Then you realize that the bank and the thief is one family, and sometime they simply swap role.
你把钱存进银行,是因为你相信银行是安全的。然后你发现银行和小偷是一家人,有时候他们只是互换角色。
@mattmccartney5996
They are selling US Treasuries to get dollars to pay for the rapidly increasing oil and gas prices. The USD isn't going anywhere until there is something to replace it. It's not just a matter of switching the currency used, it's the entire financial infrastructure. No other country is willing or able to fill that role yet.
他们在卖美国国债,以获取美元来支付飞速上涨的油气价格。美元不会消失,除非有东西可以取代它。这不仅仅是换用另一种货币的问题,而是整个金融基础设施。还没有其他国家愿意或能够承担这个角色。
@frankstrawnation
It's about time. US will never pay its debt. And no other country. People are insane buying government bonds, no matter the country.
该来的终于来了。美国永远不会偿还其债务,其他国家也一样。人们买政府债券简直疯了,无论哪个国家的债券。
@ProtektThisHouse
China’s debt issue isn’t solely about the size of the total figure—it’s about its distribution and structure. A significant portion is held by local governments and property developers, closely lixed to infrastructure projects and the real estate market. The key concern isn’t just the level of debt, but whether China can maintain sufficient growth and manage restructuring well enough to avoid prolonged financial strain.
中国的债务问题不仅仅是债务总额的大小——还关乎其分布和结构。相当一部分债务由地方政府和房地产开发商持有,且与基础设施项目和房地产市场紧密相关。关键问题不仅是债务的水平,而是中国能否保持足够的增长,并管理好重组,以避免长期的财务压力。
@Cptnbond
I assume only the existing villain and potential future aggressors are dumping US bonds out of fear of freezing their assets in foreign banks. China obviously does not like this potential threat, in case things go sour in the future, for example, invading Taiwan.
我猜只有现有的恶棍和潜在的未来Q略者才会因为害怕资产被冻结在外国银行而抛售美国国债。显然,中国不喜欢这种潜在威胁,以防万一未来发生不利情况,例如Q略台湾(地区)。
@hermannschaefer4777
Well, some bonds are maturing, some are changing custodians (such as Belgium) and some are being sold. China is diversifying its foreign exchange reserves and is buying more gold. For a reason, as the USA is now using the $US as a weapon for quite some time.
嗯,有些债券到期了,有些债券正在更换托管人(例如比利时),有些债券则被卖掉。中国正在分散其外汇储备,并购买更多黄金。这是有原因的,因为美国已经使用美元作为武器很长一段时间了。
@stinger2214
There's a third option, when they expire, China is no longer recycling(buying more) they are taking their money & doing something else with it, which is the reason why yellen visited China multiple times (in order to convince them to recycling),
还有第三种选择,当债券到期时,中国不再进行再投资(不再买更多),而是拿着钱做别的事情,这就是为什么耶伦多次访问中国(为了说服他们继续再投资)。
@leecheelek
Happy Easter Day. When more than 50% off world trade and transactions are still being conducted via the USD, it will take some time before everyone ditches the USD for some other monetary currency to replace it. This also ensure that the US Treasuries/bond market will still continue as an international reserve asset even though it is slowly being replaced by Gold. Just like the Sterling pound, even though Britain has lost its Empire status, but the Pound still remains as an international reserve currency.
复活节快乐。当世界上超过50%的贸易和交易仍通过美元进行时,要让所有人都放弃美元、改用其他货币来替代它,还需要一些时间。这也保证了美国国债/债券市场即使在逐渐被黄金取代的情况下,仍将继续作为国际储备资产。就像英镑一样,尽管英国已经失去了帝国地位,但英镑仍然是国际储备货币。
@davidtitanium22
When you need the money to actually buy real things like oil, the financial markets becomes really stupid to hold. In the end dollars are just paper if it can't buy anything
当你需要用钱去购买像石油这样的实际物品时,金融市场持有的美元就显得非常愚蠢。最终,如果美元买不到任何东西,它不过是纸而已。
@ronquiring7796
The rest of the world is engaged in risk mitigation. The US is no longer seen as a risk free place to invest. Before long the US might be treated like a hot potato.
世界其他地区都在进行风险缓解。美国不再被视为无风险的投资场所。不久之后,美国可能会像“烫手山芋”一样被对待。
@seeker2118
The irony are the efforts to create the narrative that the fall in the price of gold is because central banks are liquidating gold instead of the most liquid asset, US Treasuries.
讽刺的是,为了制造这样一个叙事:黄金价格下跌是因为各国央行在清算黄金,而不是最具流动性的资产——美国国债。
@navajyotichetia8968
While countries and international relations between countries are subjective human realities- money is universally an obxtive human non negotiable reality. Thus if countries think an essentially obxtive human reality can be made subjective and suddenly uncertain: it's not prepared to follow rules of obxtive truth and should be disqualified out of purview
虽然各国及国与国之间的关系是主观的人类现实,但货币却是普遍的、客观的人类不可谈判的现实。因此,如果一个国家认为本质上是客观的人类现实可以变成主观的、突然不确定的:它就没有准备好遵循客观真理的规则,应被排除在视野之外。
@marvinfok65
China is reducing their risk with US assets especially the treasurues! US's debt is out of control and US will eventually implode on its own debt! This is nit to mention that the US petro dollar status is ending as US is losing thr Iran war!
中国正在降低对美国资产的风险,尤其是国债!美国的债务已经失控,美国最终会因自身债务而崩溃!更不用说,随着美国在伊朗战争中失势,美国的石油美元地位也正在终结!
@hubsanh501techitaly6
The EU is introducing a free payment system outside of Mastercard circuits, etc. The petrodollar will soon no longer be necessary, and dependence on fossil fuels is also set to decline. US debt will be more difficult to refinance because it is becoming toxic and perhaps soon uncollectable.
欧盟正在推出一个独立于万事达卡体系之外的自由支付系统。石油美元很快将不再必要,对化石燃料的依赖也将下降。美国债务将更难再融资,因为它正变得有毒,甚至可能很快无法收回。
@jstasiak2262
What finance minister in his right mind would park the sovereign wealth, and/or foreign reserves of his country in a bank where that money could be confiscated by a foreign government for purely political reasons? The question answers itself.
哪个理智的财政部长会把国家的主权财富和/或外汇储备存放在一家可能因纯粹政治原因被外国政府没收的银行?这个问题本身就说明了答案。
A global reserve currency must be politically neutral for it to be trustworthy as a medium of exchange for settling international commerce. The US dollar is definitely not politically neutral: it has become an economic weapon of coercion for enforcing compliance with the political and economic diktats of the US government.
全球储备货币必须在政治上中立,才能作为结算国际贸易的可靠交换媒介。美元显然不具备政治中立性:它已经成为美国政府强制执行政治和经济指令的经济武器。
It should therefore be no surprise than an alternative, parallel banking and payment system that completely bypasses the US dollar and Western banks is being developed to obviate this financial coercion. When that alternative system attains a critical mass,, there will no longer will be any reason for foreign countries to buy, and hold US dollars; the petrodollar, the foundation of the US economy, will vanish; and the US economy will implode.
That is what we have to look forward to.
因此,不应该感到意外的是,一个完全绕过美元和西方银行的替代性平行银行和支付系统正在被开发,以规避这种金融胁迫。当这个替代系统达到临界规模时,外国将不再有理由购买和持有美元;石油美元——美国经济的基础——将消失;美国经济将崩溃。
这就是我们必须面对的未来。
@Paul-v8v4j
When Western banks became Western bank robbers, that was the death knell for the Bretton Woods System. The West was under pressure and crossed the line that amounted to suicide.
当西方银行变成“西方银行劫匪”时,这就是布雷顿森林体系的丧钟。西方当时承受压力,并越过了一条相当于自杀的界限。
@hclau218
If you total all the US tangible assets at current valuations, then total the value of the financials, ie money, you will find that there is 2x the amount of Fiat money VS actual assets. The US$ is over valued by 50%
如果把美国所有有形资产按当前估值加总,再加上金融资产,即货币的总价值,你会发现法定货币的数量是实际资产的两倍。美元被高估了50%。
@g33k37
When you buy bonds your buying a countries future production and America doesnt produce anythings anymore
当你购买债券时,你其实是在购买一个国家未来的生产力,而美国已经不再生产任何东西了。
@wolfdima
Going against Russia instead of cooperation was a major mistake. Iran just nailed the coffin for the US Empire. If Europe and Britain go on with escalation - they are doomed too.
与俄罗斯对抗而不是合作是一个重大错误。伊朗彻底钉上了美国帝国的棺材。如果欧洲和英国继续升级,他们也会完蛋。
@peterstratten3087
The world has hated the us for a long time now but has never had a way of escaping the bullying tactics america uses. However now you have the orange clown destroying you from the inside out and alienating everyone, countries are taking the opportunity to make sure the us is toppled
世界早就讨厌美国,但一直没有办法摆脱美国使用的霸凌手段。然而现在,你有一个橙色小丑从内部摧毁你、孤立你每一个人,各国正在抓住机会确保美国被推翻。
@Noshow151
So it actually looks like what we have been warned about is actually happening. I’m not here to debate right from wrong but,US actions recently have quickened this de-dollarization. This will be very bad for US. I had quite a discussion with my financial advisor about this topic. She doesn’t understand what this really means. I think I do.
看起来我们一直被警告的事情真的发生了。我不是来争论对错的,但美国最近的行为加速了去美元化的进程。这对美国来说将非常糟糕。我和我的财务顾问就这个话题进行了深入讨论,她不理解这真正意味着什么。我想我明白。
@andraslibal
China once hoarded silver and that lead to a global war waged against it. At that time it would have been much wiser to buy British guns and weapons that would have kept the British happier. It would be wise to buy something from the US so the US would not feel the pinch. Maybe buy up their decommissioned factories as metal, buy their junkyards, buy their mothballed old tech weapons. Buy some resources and raw materials from the US: Anything that can be physically transported to China and the US could not freeze like a real estate inside the US. Buy up American oil and LNG. Let the US enjoy some trade balancing as China offloads this liability. China needs to buy 20 more years of peace.
中国曾经囤积银子,这导致了全球对它发动的战争。当时更明智的做法是购买英国的枪支和武器,这样可以让英国更开心。现在如果购买美国的东西,也是为了避免让美国感到压力。也许可以购买他们的退役工厂作为金属,购买他们的废品场,购买他们停用的旧技术武器。可以购买一些资源和原材料:任何可以运输到中国的东西,而美国无法冻结的,就像美国境内的房地产一样。购买美国的石油和液化天然气。让美国享受一些贸易平衡,因为中国卸下这个负担。中国需要再购买20年的和平。
@SF-e8j
US and Western countries freeze foreign assets when they want to rob a country under any manufactured pretense. Even Germany can get their Gold back that is hold in US banks. How could you invest in US or the West.
美国和西方国家在任何捏造的借口下冻结外国资产,想要抢夺一个国家的财富。甚至德国也能把他们存在美国银行的黄金拿回来。你怎么能在美国或西方国家投资呢?
@803mastiff9
USA is or was the only country in the history of the world to have other countries finance 50 percent of their annual budget. USA is or will be the the worlds largest counterfeiter of their own currency. Is TRUMP really that stupid or was he sexted to destroy USA?
美国是历史上唯一一个让其他国家资助其50%年度预算的国家。美国是或将成为全球最大货币伪造者。特朗普真的那么愚蠢,还是他是被选来摧毁美国的?
@normantan7796
China can't buy many things in US. nearly everything is national security. Tha's why the big deficit in trading. uUS can open factories in China but not the other way round. So, having USD is worthless to the Chinese.
中国在美国能买的东西不多,几乎所有东西都涉及国家安全。这就是贸易赤字如此巨大的原因。美国可以在中国开设工厂,但反过来就不行。所以,对中国来说,持有美元毫无价值。
@douginorlando6260
China must be reviewing how both US and EU assets were trapped. And preparing for that possibility. After Iran and maybe a coup in Russia, China will be pressured next.
中国一定在审视美欧资产被“困住”的情况,并为这种可能性做准备。在伊朗问题之后,也许还有俄罗斯政变,中国将成为下一个受压的对象。
@Teresa-cc8yi
The oil the U.S. will be getting from Iran will help put money back in the bank and the U.S. has the largest gold reserves in the world.
美国从伊朗获得的石油将帮助资金回流银行,而且美国拥有世界上最大的黄金储备。
@timevans8223
It would be nice if it was true but what is happening is a shift from long term bonds to short term bonds. Risk of inflation in the US makes longer term bonds too risky. This isn't the same as dumping the dollar, it's risk management. There are still buyers at the auction bonds
如果是真的,那很好,但实际上发生的是从长期债券转向短期债券。美国的通胀风险使得长期债券风险太高。这并不等于抛售美元,而是风险管理。拍卖中仍然有买家购买债券。
@kevin-e5h5t
I know that others are buying Australian Dollars, for it has gone from US65c to US70c per AU dollar in the last few months. The same with NZ, Canada, the Euro and China. Investors are spreading their risk to other stable currencies.
我知道其他人正在购买澳元,因为过去几个月澳元从0.65美元升至0.70美元。新西兰元、加元、欧元和人民币也是如此。投资者正在将风险分散到其他稳定货币中。
@bognodes
I’ve been thinking that China would probably dump their vast holdings in us treasury bonds at some point, but I wasn’t really thinking that such stupid moves by the us would basically force them to do it.
我一直在想,中国可能在某个时刻会抛售他们在美国国债中的巨大持有量,但我没想到美国这么愚蠢的举动实际上会迫使他们这么做。
@KennethITGuru
I don't believe they are just changing the custodian at all. They have to be selling those bonds. The way i have understood the issue, even if they(the Chinese) move the monies to Hong Kong, the assets can still be seized. As long as the banks in Hong Kong have ties with ANY US banks, the money can be seized. I have been inquiring for months now how where i can put my money so the US won't have access to seize it and everyone has told me that it has to be a bank or institution that has ZERO ties to a US bank. This community is very intelligent and if anyone can comment to help me understand where i can park my money so the US won't have access to seize it I would greatly appreciate it.
我不相信他们只是更换保管人而已。他们肯定是在卖掉那些国债。我理解这个问题的方式是,即使他们(中国)把资金转移到香港(特区),这些资产仍然可以被没收。只要香港(特区)的银行和任何美国银行有联系,钱就能被没收。我已经问了几个月,想知道把钱放在哪里美国无法没收,所有人都告诉我必须选择和美国银行没有任何联系的银行或机构。如果这个社区里有任何人能帮我解答我该把钱放在哪里,美国不会没收它,我将非常感激。
@Zerpentsa6598
Getting out of a collapsing Ponzi scheme is the wise and rational thing to do. Those that remain usually do so for emotional reasons or out of ignorance.
脱离一个崩溃的庞氏骗局是明智且理性的做法。那些留下来的人通常出于情感原因或无知。
@joeburkeson8946
Foreign countries selling US bonds to prevent their wealth from being frozen and unavailable are exercising prudence in an uncertain world. Foreign countries selling US bonds to hurt America is less clear due to the rise in interest rates American buyers of US bonds can expect to receive.
外国国家卖掉美国国债,以防止他们的财富被冻结并无法使用,是在不确定的世界中展现了谨慎。外国国家卖掉美国国债来伤害美国则不太清楚,因为美国买家购买美国国债可以预期获得更高的利率回报。
@peteratkinson9823
As usual, a brilliant, clear and concise summary of a complex subject. Listen and learn all you corporate investors, government managers and academics.
像往常一样,对一个复杂话题进行了精彩、清晰且简明的总结。所有企业投资者、政府管理者和学者们都应该听一听、学一学。
@GeoffHalsey
Of all the wars the USA has got involved in, since the end of WW2, this one has to be the dumbest ever. Now the whole of the West is paying a huge price for that. You could say, they killed the goose that laid the golden eggs, except that the gold is now going China!
自二战结束以来,美国参与的所有战争中,这场无疑是最愚蠢的一次。现在整个西方都为此付出了巨大的代价。可以说,他们杀死了下金蛋的鹅,只不过现在的黄金流向了中国!
@TomDrez
That's really the most important subject, the countdown of the empire, as soon as China is over with the dollar and doesn't accept it anymore, the u.s will collapse under their debt.
这确实是最重要的话题——帝国的倒计时。一旦中国不再使用美元、不再接受美元,美国将在债务压力下崩溃。